As a Project Manager at Evooq, you will lead the end-to-end delivery of client implementation projects and ongoing service management for Evooq’s WealthTech investment advisory platform. You will act as the primary liaison between clients and internal teams, ensuring successful onboarding, high-quality delivery, and long-term client success.
What You'll Do
- Lead client onboarding and implementation from scoping to go-live, ensuring projects are delivered on time, within budget, and to the highest quality standards.
- Serve as the primary liaison between clients and internal teams, ensuring seamless communication and efficient coordination throughout all stages of delivery and service.
- Develop and implement repeatable frameworks for client onboarding, project execution, and service management to drive consistency, scalability, and operational excellence.
- Establish structured governance models involving key stakeholders from Evooq and client organizations to maintain alignment, manage risks, and ensure transparency.
- Understand client needs and objectives, tailoring solutions and integration strategies to ensure the optimal use of Evooq’s products and services.
- Act as a trusted advisor, guiding clients on best practices and supporting them through the full lifecycle—from implementation to post-launch success.
- Contribute to pre-sales activities by supporting solution design, client proposals, and demonstrations in partnership with Sales and Product teams.
- Collaborate closely with product owners and developers to address client-specific requirements, resolve issues, and identify opportunities for product or service enhancements.
- Monitor and analyze project performance, tracking key metrics such as scope, resources, profitability, and risks, while proactively driving improvements.
- Conduct client training sessions and create user materials to empower clients to fully leverage the platform.
- Prepare and participate in Steering Committees, presenting detailed progress updates, insights, and recommendations.
- Identify cross-sell and upsell opportunities in collaboration with Account Managers to strengthen client partnerships and drive business growth.
What We're Looking For
- 5 - 8 years of experience in project management, client success, or consulting within financial services, fintech, or wealth management.
- Proven domain expertise in wealth management and investment advisory platforms.
- Strong background in platform implementation, API integrations, and cloud-based solutions.
- Proven ability to manage complex, multi-stakeholder projects across technical and business teams.
- Experience defining and maintaining project governance frameworks, including scope, timelines, budgets, and risk management.
- Strong client relationship and stakeholder management skills, with a hands-on, problem-solving mindset.
- Comfortable working in Agile/Scrum environments and contributing to continuous improvement of methodologies.
- Exceptional communication and presentation skills in English and French or German (both written and verbal).
Nice to Have
- Relevant certifications (e.g. PMP, PRINCE2, Agile/Scrum Master, or SAFe) are highly valued.
Technical Stack
- API integrations
- cloud-based solutions
- Agile/Scrum
Team & Environment
- Work in an autonomous, cross-functional team where your expertise and ideas directly impact clients and the business.
Benefits & Compensation
- Key role in shaping client success at the intersection of finance and technology.
- Work in an autonomous, cross-functional team where your expertise and ideas directly impact clients and the business.
- Collaborative, respectful, and flexible environment that values both excellence and work-life balance.
- See your work come to life—transforming the way wealth managers deliver personalized investment experiences.
Work Mode
- Hybrid work model with a flexible environment.
